Financial Planning Technician

Stoke Pound, Worcestershire
AFH Wealth Management
Financial Planning Technician A fantastic opportunity to join one of the UK s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Research team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove, Maidstone, Hull, Barnstaple or Taunton office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits. Key Responsibilities as our Financial Planning Technician will include: Developing a thorough understanding of the firm s Advice Guidance, as and when delivered Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Preparing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks Producing, when required, tax and other complex calculations. Preparing and interpreting complex plan information with a view to completing transfer analysis Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed. Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress. Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD Completing work, as required, towards the creation of the firm s independent centralised research list. Participating in firm research projects, adhering to set deadlines, as and if required. Contribution towards the development of Trainee Financial Planning Technicians What we are looking for in our ideal Financial Planning Technician: Diploma in Financial Planning as a minimum qualification requirement Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports Experience in an IFA environment, demonstrating quality communication A high standard of written and numerical skills An ability to demonstrate strong report-writing skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Key Risk Responsibilities: Completion of assigned tasks, ensuring that SLAs are adhered to Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs to advisers Contribution into technical and regulatory development of advisers and/or staff on a specific case basis Contribution into technical and regulatory development of Trainee Advice Technicians Thorough research conducted where necessary and referring to Senior team members, where necessary Benefits of working for AFH Wealth Management: Training and qualifications – We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation Contributory pension scheme, and death-in-service benefit Competitive salary and annual discretionary bonus, following one year s service Health benefit scheme including digital gym subscriptions, dental and optional treatments and alternative therapies Flexible working options and competitive holiday allowance, with annual buy and sell scheme options Enhanced Maternity, adoptive and paternity pay Loyalty bonus and additional holiday days, based on length of service Employee referral bonus scheme Social events With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK s leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as our Financial Planning Technician, get in touch and click APPLY today or email us via (url removed). We look forward to hearing from you